13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001906613
申报总市值
US$5.8亿
US$5.8亿
93 檔
22.0%
在 Q3 2024 的 13F 官方备案中，Solidarity Wealth, LLC 管理的美股投资组合规模来到 US$5.8亿，整体持股档数为 93 档。
在 Q3 2024，Solidarity Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 24 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Solidarity Wealth, LLC 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 22.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 10.38% | +0.70% | +6.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.94% | +1.73% | +25.58% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.56% | +0.15% | +18.06% | |
| 4 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 5.83% | -0.10% | +3.60% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.79% | -0.14% | -5.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.51% | -0.40% | +4.79% | |
| 7 | AZO | Autozone Inc | 股票-周期性消费 | 3.57% | -0.24% | -0.52% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.54% | +0.10% | +3.75% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.99% | -0.03% | +0.15% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.75% | +0.11% | -1.01% | |
| 11 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.68% | -0.14% | +22.96% | |
| 12 | MKL | Markel Group Inc | 股票-金融 | 2.33% | -0.26% | +4.54% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 2.27% | — | +7.69% | |
| 14 | FICO | Fair Isaac CORP | 股票-科技 | 2.25% | -1.02% | -7.97% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.06% | -0.08% | +35.72% | |
| 16 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.04% | +0.01% | +3.24% | |
| 17 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.98% | -0.39% | +17.19% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.87% | -0.01% | -7.89% | |
| 19 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.85% | — | +6.20% | |
| 20 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.72% | — | +4.58% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.70% | — | +5.74% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.60% | -0.31% | +15.73% | |
| 23 | FDX | Fedex CORP | 股票-工业 | 1.57% | — | +56.57% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | +0.40% | +15.30% | |
| 25 | MZTI | Marzetti Company/the | 股票-非周期性消费 | 1.47% | — | +4.92% | |
| 26 | AMT | American Tower CORP | 股票-房地产 | 1.26% | — | +5.53% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.25% | +0.01% | -21.54% | |
| 28 | NRP | Natural Resource Partners LP | 股票-其他 | 1.23% | +0.69% | +1038.62% | |
| 29 | CME | Cme Group Inc | 股票-金融 | 1.11% | +0.09% | +48.76% | |
| 30 | MSCI | Msci Inc | 股票-金融 | 1.01% | — | — | |
| 31 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.88% | +0.33% | +0.82% | |
| 32 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.83% | — | +1.95% | |
| 33 | TDG | Transdigm Group Inc | 股票-工业 | 0.71% | — | -9.87% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.67% | +0.01% | -1.66% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.65% | +0.66% | +6.66% | |
| 36 | CPRT | Copart Inc | 股票-工业 | 0.59% | — | — | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.58% | — | -22.53% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.14% | -0.92% | |
| 39 | UBER | Uber Technologies Inc | 股票-工业 | 0.43% | — | — | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.06% | -7.39% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | +0.01% | -43.17% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | -0.02% | -0.59% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.38% | — | -44.14% | |
| 44 | SIRI | Sirius Xm Holdings Inc | 股票-通信服务 | 0.35% | — | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | +0.01% | — | |
| 46 | DTI | Drilling Tools International | 股票-其他 | 0.32% | +0.02% | — | |
| 47 | SPG | Simon Property Group Inc | 股票-房地产 | 0.28% | -0.02% | — | |
| 48 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.28% | — | — | |
| 49 | WM | Waste Management Inc | 股票-工业 | 0.27% | -0.21% | -41.21% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.24% | +0.01% | -15.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NRP | Natural Resource Partners LP | +1.1% | +1038.62% | 加仓 |
| 2 | ALSN | Allison Transmission Holding | +0.9% | +3.60% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.5% | +25.58% | 加仓 |
| 4 | GS | Goldman Sachs Group Inc | +0.5% | +35.72% | 加仓 |
| 5 | AAPL | Apple Inc | +0.5% | +6.14% | 加仓 |
| 6 | ORLY | O'reilly Automotive Inc | +0.4% | +22.96% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建仓 |
| 8 | CME | Cme Group Inc | +0.4% | +48.76% | 加仓 |
| 9 | SIRI | Sirius Xm Holdings Inc | +0.4% | NEW | 新建仓 |
| 10 | FDX | Fedex CORP | +0.3% | +56.57% | 加仓 |
| 11 | EW | Edwards Lifesciences CORP | +0.3% | NEW | 新建仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +15.30% | 加仓 |
| 13 | MCD | Mcdonald's CORP | +0.2% | +0.15% | 加仓 |
| 14 | BKNG | Booking Holdings Inc | +0.2% | +17.19% | 加仓 |
| 15 | NEE | Nextera Energy Inc | +0.2% | +5.74% | 加仓 |
| 16 | FICO | Fair Isaac CORP | +0.2% | -7.97% | 减仓 |
| 17 | NKE | Nike Inc -cl B | +0.2% | +4.58% | 加仓 |
| 18 | AMT | American Tower CORP | +0.1% | +5.53% | 加仓 |
| 19 | NRG | Nrg Energy Inc | +0.1% | +140.55% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +18.06% | 加仓 |
| 21 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建仓 |
| 22 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | 新建仓 |
| 23 | MSCI | Msci Inc | +0.1% | — | 不变 |
| 24 | VFH | Vanguard Financials ETF | +0.1% | NEW | 新建仓 |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | NEW | 新建仓 |
| 26 | VPU | Vanguard Utilities ETF | +0.1% | NEW | 新建仓 |
| 27 | CBOE | Cboe Global Markets Inc | +0.1% | +0.82% | 加仓 |
| 28 | MTD | Mettler-toledo International | 0% | +6.20% | 加仓 |
| 29 | VZ | Verizon Communications Inc | 0% | +3.24% | 加仓 |
| 30 | RTX | Rtx CORP | 0% | -7.89% | 减仓 |
| 31 | MA | Mastercard Inc - A | 0% | -1.01% | 减仓 |
| 32 | V | Visa Inc-class A Shares | -0.1% | +3.75% | 加仓 |
| 33 | MKL | Markel Group Inc | -0.2% | +4.54% | 加仓 |
| 34 | OIH | Vaneck Oil Services ETF | -0.2% | +1.95% | 加仓 |
| 35 | AZO | Autozone Inc | -0.2% | -0.52% | 减仓 |
| 36 | DTI | Drilling Tools International | -0.2% | — | 不变 |
| 37 | SBUX | Starbucks CORP | -0.2% | -76.29% | 减仓 |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -44.14% | 减仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.98% | 减仓 |
| 40 | WM | Waste Management Inc | -0.3% | -41.21% | 减仓 |
| 41 | 0VVB | Paramount Global-class B | -0.3% | EXIT | 清仓 |
| 42 | UNH | Unitedhealth Group Inc | -0.3% | -21.54% | 减仓 |
| 43 | ASML | ASML Holding N.V. | -0.3% | +15.73% | 加仓 |
| 44 | RACE | Ferrari N.V. | -0.3% | EXIT | 清仓 |
| 45 | JPM | Jpmorgan Chase & Co | -0.4% | -43.17% | 减仓 |
| 46 | LM0C | Liberty Media Corp-liber-new | -0.4% | EXIT | 清仓 |
| 47 | WMT | Walmart Inc | -0.5% | -79.52% | 减仓 |
| 48 | ACN | Accenture plc | -0.8% | -91.90% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | +4.79% | 加仓 |
| 50 | GWW | Ww Grainger Inc | -0.9% | -93.40% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Solidarity Wealth, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$5.8亿，共申报了 93 个公开持股仓位。
在 Q3 2024 季度，Solidarity Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (10.4%)、MSFT (6.9%)、AMZN (6.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
UBER
市值: US$157.8万
本季最大获利了结 / 清仓标的
LM0C
前期市值: US$143.5万
在 Q3 2024 季度中，Solidarity Wealth, LLC 共进行了 48 项持仓异动，包含新建仓 8 个仓位、加仓 24 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UBER。 本季清仓仓位包含 LM0C。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。